THE TWO GENERATION TAX-FREE LEGACY PLAN

Serial Number 98273989
Registration 7805343
700

Registration Progress

Application Filed
Nov 16, 2023
Under Examination
Approved for Publication
Published for Opposition
Registered
May 20, 2025

Trademark Image

THE TWO GENERATION TAX-FREE LEGACY PLAN

Basic Information

Serial Number
98273989
Registration Number
7805343
Filing Date
November 16, 2023
Registration Date
May 20, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
May 20, 2025
Registration
Registered
Classes
035 036 041

Rights Holder

Advanced Tax Strategies LLC

16
Address
700 S Montezuma St.
Prescott, AZ 86303

Ownership History

Advanced Tax Strategies LLC

Original Applicant
16
Prescott, AZ

Advanced Tax Strategies LLC

Original Registrant
16
Prescott, AZ

Legal Representation

Attorney
Michelle L. Gross

USPTO Deadlines

Next Deadline
1965 days remaining
Section 8 Declaration Due (Supplemental Register) (Based on registration date 20250520)
Due Date
May 20, 2031
Grace Period Ends
November 20, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

24 events
Date Code Type Description Documents
May 20, 2025 NRCS E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
May 20, 2025 R.SR A REGISTERED-SUPPLEMENTAL REGISTER Loading...
Apr 21, 2025 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Apr 21, 2025 IUAA P USE AMENDMENT ACCEPTED Loading...
Apr 7, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Apr 7, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Apr 7, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jan 6, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jan 6, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jan 6, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jan 4, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jan 4, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jan 2, 2025 AUPC I AMENDMENT TO USE PROCESSING COMPLETE Loading...
Jan 2, 2025 IUAF S USE AMENDMENT FILED Loading...
Jan 2, 2025 EAAU I TEAS AMENDMENT OF USE RECEIVED Loading...
Jan 2, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Oct 2, 2024 XELG O APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED Loading...
Oct 2, 2024 XELR I APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED Loading...
Jul 2, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jul 2, 2024 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jul 2, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jun 22, 2024 DOCK D ASSIGNED TO EXAMINER Loading...
Feb 5, 2024 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Nov 16, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 035
Tax and taxation planning, advice, information and consultancy services
First Use Anywhere: Jan 2, 2025
First Use in Commerce: Jan 2, 2025
Class 036
Estate planning; Financial planning and investment advisory services
First Use Anywhere: Jan 2, 2025
First Use in Commerce: Jan 2, 2025
Class 041
Educational services, namely, conducting online and in person presentations, seminars, classes, and workshops in the field of estate, legacy, tax, insurance, investment, and financial planning and distribution of course and educational materials in connection therewith; Providing on-line videos featuring information on estate, legacy, tax, investment, insurance, and financial planning, not downloadable; Education services, namely, providing non-downloadable webinars in the field of information on estate, legacy, tax, investment, insurance, and financial planning
First Use Anywhere: Jan 2, 2025
First Use in Commerce: Jan 2, 2025

Classification

International Classes
035 036 041

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"TAX-FREE LEGACY PLAN"